We're going to compete with HP. I don't want to sugarcoat that. There is bound to be change in the landscape of who you compete with and who you partner with.

HP also has its own networking gear that could ultimately threaten Cisco.

That's why Cisco's Monday launch will be notable because of its partners as well as the product details. IBM is teamed with Juniper. Brocade bought Foundry Networks. And Cisco's blade launch will include partners such as BMC, EMC, VMware, and Microsoft.